Advisor 201

1
Advisor 201

• Learning Objectives
• Enter an Advising Note using the ASU Advising
  Screen
• Clear a system-generated service indicator using
  the ASU Advising Signoff Screen
• Set an Advisor-Placed service indicator via the
  Student Center Screen
• Clear a service indicator via the Student Center
  Screen
• Advising 101 is a pre-requisite to this class
• Search for Advising 101 via the Black Board
  Search Facility within the Courses tab

2
Class Mechanics

• Suggested order of viewing
• Course Materials are listed in the order they
  should be viewed
• Credit for this course is acquired by passing the
  course test
• The Resources section of this course contains
  course specific material as well as helpful
  PeopleSoft general information
• The Next Steps section provides information on
  how to request access roles that you will need to
  perform the tasks taught in this class
• The Feedback section allows you a venue to tell
  us how to improve (If you like it tell a friend
  if not tell us )

3
Student Advising Signoff

• Start using complete sentences here
• Left off here 2/12/08 jmk
• The new MACS
• Used to clear system generated advising holds
  keep notes on students

4
Student Advising Signoff

• Hands-on Exercise
• Please Log into the computer now
• Use ASURITE ID and Password
• Open Explorer web browser
• Go to https//asudev.mycmsc.com (CedarCrestone
  website)
• Click the STUDENT ADMIN TRN link
• Log in to the PeopleSoft training database with
  the ID and Password on your card
• Wait at the home page for further instructions

5
Program/Plan Changes

• Refresher on career/program/plan
• Effective dating
• Terminology
• Hints
• Navigation
• Five hands-on exercises

6
Program / Plan Changes

• Career undergraduate, graduate, law, non-credit
• Program what a student applies to and graduates
  from (i.e. Katherine K. Herberger College of Fine
  Arts).
• Plan major, minor, certificate (i.e Music)

7
Program / Plan Changes

• Very Important Concept 1 Effective Dating

In PeopleSoft, effective dating is the way
PeopleSoft keeps a history of changes over
time. When we make changes, we ADD A ROW with
the new information and a NEW EFFECTIVE DATE (the
date that the new info takes effect)
8
Program / Plan Changes

• Effective Dating
• The Effective Date of the change must be BEFORE
  or ON the start date of the term that will be
  effected
• You can back date actions
• As you add rows, the effective dates must be
  sequential, but not necessarily consecutive

9
Program / Plan Changes

• Effective Dating Example
• Pretend the semester starts on the 11th
• Any changes made on the 11th or before will take
  effect for that semester
• Each change must have its own date, and they must
  be chronological
• SO if a student comes with a change, you would be
  clever to set the date to several days before the
  start of the semester, so that you can sandwich
  additional changes between the first change and
  the start of the semester

Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7
8 9 10 11Semester starts 12 13 14
10
Program/Plan Changes

• Best Practice dates for effective dating
• Fall term August 1
• Winter term December 1
• Spring term January 1
• Summer term (all sessions) May 1

11
Program/Plan Changes

• Very Important Concept 2 Include History
• You must be in include history mode to make
  program change actions
• If you arent in include history mode, you may
  miss important information about a student

12
Program/Plan Changes

• Navigation
• Page 5 in the BPG
• Helpful Hints
• Page 7 in the BPG
• Terminology
• page 8 in the BPG

13
Program/Plan Changes

• Very Important Concepts Chant with me!
• Date effectively BEFORE the term starts
• Include History

14
Program/Plan Changes

• 5 different scenarios
• Change a plan
• Add a minor
• Change a program and plan
• Add a concurrent degree in a different program
• Discontinue a program and plan

15
Program/Plan Changes

• Hands-on Exercises
• Please pair up.
• We will debrief after each exercise. Please do
  not work ahead.
• Thanks!

16
Program/Plan Changes

• Wrap-up debrief
• Student Advising Signoff
• Program/plan changes
• Two very important concepts
• Business Process Guides contain
• Step-by-step instructions
• Definitions
• More detailed information about each field
• Coming up after the break Permission Overrides

17
Time for a break!
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Permission Overrides

• Purpose
• Types of Permission Overrides
• Class limit
• Class permission
• Override requisites
• Time conflict
• Very Important Concept 3 Course vs. Class

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Permission Overrides

• What does it look like to the student when he
  tries to register for a class that is full?

20
Permission Overrides
21
Permission Overrides
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Permission Overrides
23
Permission Overrides

• Hands-On Exercise
• Peter needs an override into a section of PGS 101

24
Final Remarks

• Permission Override Business Process Guide
  contains
• Step-by-step instructions
• Definitions
• More detailed information about each field

25
Thanks for Coming!

• Thanks for all your help. You are the
• best academic advisor I ever had!!